Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Fey is a financial advisor with Assetmark Brokerage, LLC. Joshua has been in the industry since 2009. Joshua is licensed in Kansas and has passed the Series 6, 7, and 63 exams. Prior to joining Assetmark Brokerage, LLC, Joshua was employed at IVY DISTRIBUTORS, INC. and WADDELL & REED.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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CA
07/26/2022 - Present
Assetmark Brokerage, LLC (CONCORD CA)
KS
07/19/2011 - 04/30/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
02/18/2008 - 04/21/2021
WADDELL & REED (OVERLAND PARK KS)
BC
Issued 04/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/15/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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